See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,097 | $99,341-11.3% | $84,750+3.9% | $273,961-67.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.30% | 22.93%-19.6pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,919 | $4,214-30.7% | $3,574-18.3% | $4,869-40.0% |
| Participant deferral / active EE | $5,686 | $4,269+33.2% | $3,712+53.2% | $5,287+7.5% |
| Admin fee / account holder | $30,591 | $6,644+360.4% | $5,332+473.7% | $10,132+201.9% |